The Investor's Podcast Network

Each day, our team of expert investors puts together a 5-minute-to-read newsletter simply explaining the three biggest stories in financial markets. Cut through the jargon and learn what really matters — get smarter: https://lnkd.in/gKD65RMX

It’s a special thing to redefine what it means to be part of a “community.” Yet, that’s exactly what Reddit, known colloquially as “the Front Page of the Internet,” has done. Reddit’s business is at an inflection point, rapidly growing its advertising business, building its own AI chatbots, and quickly growing internationally, all of which have combined to help Reddit reach profitability for the first time last year while leaving plenty of room for optimism about how this emerging social media giant can grow going forward. The future is promising, but is the stock too richly priced? Let’s find out. https://lnkd.in/grH2ZiCk

Join Shawn O'Malley and Daniel Mahncke in today's episode as they break down Reddit (ticker: RDDT), an emerging social media giant. Reddit became profitable for the first time in 2024, and as its user growth accelerates, the company appears to be achieving economies of scale, making it a very promising business. Learn why Reddit is such a unique social media platform, how it cultivates community and authenticity, why the company is surprisingly tied to the hype around AI, plus so much more! Listen: https://buff.ly/AGQQNJY Watch: https://lnkd.in/gu-KmGV3

In the latest episode of We Study Billionaires, Stig T. Brodersen shares 20 pieces of advice with his 20-year-old self. IN THIS EPISODE, YOU'LL LEARN: • Why the limits of your language are the limits of your world • Why you need to leave your comfort zone • Why you can grow from making yourself vulnerable • Why you can have anything but not everything • And so much more! Listen: https://buff.ly/clvW0WR Watch: https://lnkd.in/gZQpQzSf

On today's episode of We Study Billionaires, Clay Finck is joined by Arif Karim, CFA® to discuss Netflix and Ferrari. Arif has studied both businesses for many years as a co-Portfolio Manager at Ensemble Capital and knows these companies as well as about anybody. Arif has been in the investment industry for over 25 years, and is currently working on transitioning to his new venture in the industry. Highlights of the episode: • What is Netflix’s moat, and what makes it a great business? • How Arif managed the share price volatility of Netflix in recent years. • The growth initiatives Netflix pursued in light of the slowdown in subscriber growth. • Why Ferrari is a business with win-win relationships similar to Costco. • How Arif thinks about Ferrari’s and Netflix’s valuation. Watch the full episode: https://lnkd.in/gCgjeUmK Tune in to the episode: https://lnkd.in/gRNJnu8P

Luxury is about more than just price — it’s about identity, status, and quality. Few brands have managed to scale those qualities as effectively as Moncler. Under Remo Ruffini’s leadership, the company transformed from the brink of bankruptcy into one of the most profitable and consistent businesses in luxury fashion. In this Newsletter, we break down the details of Ruffini’s brand-building approach, how Moncler is navigating the broader luxury slowdown, whether it could evolve into Italy’s first luxury conglomerate — and, of course, whether the stock deserves a spot in our Intrinsic Value Portfolio. https://lnkd.in/grH2ZiCk

On today's episode of The Intrinsic Value Podcast, Daniel Mahncke and Shawn O'Malley break down Moncler (ticker: MONC), an emerging leader in luxury outerwear. Known for its iconic down jackets, high-profile collaborations, and strategic expansion into new markets, Moncler has established itself as a powerhouse in the luxury fashion industry. As the company focuses on strengthening its direct-to-consumer model and expanding the luxury streetwear brand Stone Island, it’s positioning itself for more stable and profitable growth while maintaining its exclusive brand image. In this episode, you’ll learn why Moncler stands out in the luxury fashion world, how it has built a strong brand identity rooted in both heritage and innovation, why its shift toward direct sales is so important for long-term profitability, what role collaborations and limited collections play in driving demand, plus so much more! Watch the full episode: https://lnkd.in/gAHgqxZe Tune in to the episode: https://lnkd.in/gawp6Mgm

Tune in to We Study Billionaires as Kyle Grieve explores how common stocks, paired with contrarian thinking and an understanding of cycles, can generate strong returns. We’ll cover lessons Ed shares from his journey—like allowing for imprecise valuations and learning from disappointing investments. We’ll also look at the value of investing alongside great investors and acting decisively during market panics. Highlights of the episode: • Why common stocks offer more than just solid returns. • One mindset shift to sharpen your contrarian investing edge. • Three questions that clarify any tough investing decision. • How averaging up became Ed’s unfair advantage. • The shortcut Ed uses to spot great investments. • A turnaround playbook for deep value opportunities. • Earnings, multiples, and perception: the formula behind significant returns. • When bad investments still make you a better investor. • Cyclicality decoded: spotting hidden patterns before the crowd. • Ed’s surprising win in a sector everyone hates. • And so much more! Watch the full episode: https://lnkd.in/g6x78rPZ Tune in to the episode: https://lnkd.in/ghiEtwtd

On today’s We Study Billionaires episode, Clay Finck is joined by François Rochon to discuss his long-term investing philosophy. François firmly believes that buying great businesses at fair prices is the key to success as a long-term investor. He also believes that trying to time the market is a fool’s errand and that stock price volatility is a gift to investors seeking to beat the market. Since Francois started the Rochon Global Portfolio in 1993, he’s compounded capital at 13.6% per year on average net of fees, and the S&P 500 has compounded at 10.6%. Highlights of the episode: • Why François spends the time to write a letter for his partners each year. • François’s takeaways and lessons from 2024. • The types of businesses François looks to invest in. • How concentrated he prefers to make his fund. • Why Giverny Capital will always remain fully invested. • The four key risks for equity investors to consider. • Why Francois recently made Booking Holdings and Brown & Brown core positions in his portfolio. • Francois’s updated views on Alphabet. • And so much more! Watch the full episode: https://lnkd.in/gvG5msUv Tune in to the episode: https://lnkd.in/gdaCcgs8

They say to never try and catch a falling knife when investing. That’s probably good advice. But when you see a company with as much nostalgia and brand recognition as Hershey’s get cut in half over the last two years, it’s at least worth a second look. Let’s explore 🍫 https://lnkd.in/grH2ZiCk